401k Plan data: CASA, INC. 403(B) PLAN plan

CASA, INC. 403(B) PLAN 401k Plan overview

Plan Name	CASA, INC. 403(B) PLAN
Plan identification number	001

CASA, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASA, INC. has sponsored the creation of one or more 401k plans.

Company Name: CASA, INC.

Employer identification number (EIN): 611066568

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 WILLIAM MYERS 2014-03-11 WILLIAM MYERS 2014-03-11
001 2012-01-01 WILLIAM MYERS 2013-06-07
001 2011-01-01 KATHY MARTIN 2012-07-18 KATHY MARTIN 2012-07-18
001 2010-01-01 KATHY MARTIN 2011-08-04 KATHY MARTIN 2011-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	WILLIAM MYERS	2014-03-11	WILLIAM MYERS	2014-03-11
001	2012-01-01	WILLIAM MYERS	2013-06-07
001	2011-01-01	KATHY MARTIN	2012-07-18	KATHY MARTIN	2012-07-18
001	2010-01-01	KATHY MARTIN	2011-08-04	KATHY MARTIN	2011-08-04

Potentially related plans

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Company Name:	CASA, INC.
Employer identification number (EIN):	611066568
NAIC Classification:	624100
NAIC Description:	Individual and Family Services